Getting Started
Basic Concepts

Basic Concepts

Understanding these core concepts will help you navigate Agentsyx effectively.

Organizations

Organizations are the top-level container in Agentsyx. They represent your business or team.

  • One organization can have multiple projects
  • Organization-level settings apply to all projects
  • Billing and Stripe connection are at the organization level
  • User roles and permissions for your team are managed at the organization level
  • Organizations are useful if you are acting on behalf of different clients.

Projects

Projects help you organize your work within an organization.

  • One project can have multiple deployments
  • Projects can represent different products or services
  • Each project has its own settings and configuration
  • Projects help you separate different agentic apps, with separate user pools, subscription plans, etc.

Deployments

Deployments represent different environments or versions of your project.

  • Common deployments: development, production
  • Each deployment can have its own connectors and subscription plans (non-production deployments should use Stripe test mode)
  • Deployments allow you to test changes before going live
  • You can have different configurations per deployment

Connectors

Downstream Connectors

Downstream connectors are your backend MCP servers that do the actual work.

  • Connect to services like Zapier, Make, n8n, or custom MCP servers, including MCP App extension
  • Expose tools that can be called by AI Host
  • Execute business logic and return results
  • Can be hosted anywhere

Upstream Connectors

Upstream connectors are Agentsyx's MCP endpoints that AI Host connects to.

  • Handle authentication and user context
  • Manage billing and usage tracking
  • Route requests to downstream connectors
  • Provide tools to the AI Host

Tools

Tools are functions that the AI Host can call to perform actions.

  • Downstream Tools - Tools exposed by downstream connectors
  • Upstream Tools - Tools exposed by upstream connectors (mapped from downstream)
  • Tool Mapping - The process of selecting and configuring tools
  • Credit Pricing - The cost in credits for each tool call

Credits

Credits are the currency used for billing in Agentsyx.

  • Users receive credits based on their subscription plan
  • Credits are deducted when tools are called
  • Credits can be allocated monthly or as a one-time amount
  • Overage handling when credits run out

Subscription Plans

Subscription plans define what users get access to.

  • Free Plans - Limited access, often with usage limits
  • Paid Plans - Full access with credit allocation
  • Internal Team Plans - For internal team members
  • Plans can have monthly or annual billing

User Roles

Creator Org Admin

  • Full access to organization settings
  • Can create projects and deployments
  • Can manage connectors and tools
  • Can manage users and subscriptions

Creator Org Team Member

  • Access to specific projects
  • Can view and use connectors
  • Cannot modify settings
  • Limited permissions

B2B End User Team Admin (has own org) [coming soon]

  • Subscription-based access for the entire team
  • Can configure team's agents, workflows, roles and connected apps
  • Can manage team's subscription
  • Can invite B2B team members

B2B Team Member (invited by the Team Admin)

  • Has agents, workflows and the role configured by the team Admin
  • Can run the agent within the context of the role and a workflow using the tools connected by the Admin

B2C End User

  • Subscription-based access
  • Can use apps, configure and use agents, and connect external AI hosts (e.g. ChatGPT, Claude) where supported
  • Can manage their own subscription

Authentication

Agentsyx uses OAuth 2.0 for sign-in flows initiated from third-party AI hosts (e.g. ChatGPT, Claude) where applicable.

  • Users sign up via Clerk
  • Users log in directly within the AI Host
  • User context is automatically injected into tool calls
  • API keys are available for clients that support them (e.g. Claude Desktop)

Billing

Agentsyx uses Stripe Connect for billing.

  • Stripe Connect enables Agentsyx to process payments
  • Subscription plans are managed through Stripe
  • Invoices and receipts are handled automatically
  • Billing history is available in the dashboard

Next Steps

Understanding ConnectorsOverview